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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$247M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
3
Wells Fargo
Wells Fargo
California
+$176M
4
Franklin Resources
Franklin Resources
California
+$144M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$131M

Top Sellers

1
Citigroup
Citigroup
New York
-$224M
2
LC
LNZ Capital
New York
-$97M
3
MTB
Mizuho Trust & Banking
Japan
-$77.4M
4
ZP
Zimmer Partners
New York
-$64.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
1101
Ruggie Capital Group
Florida
$39K -$53.9K -1,087 -58%
CAW
1102
Cornerstone Advisors (Washington)
Washington
$39K +$25.6K +527 +191%
CWM
1103
Catamount Wealth Management
Connecticut
$37K – – –
ST
1104
Spot Trading
Illinois
$36K -$426K -8,759 -92%
VNA
1105
Valley National Advisers
Pennsylvania
$36K -$2.32K -47 -6%
LF
1106
Lee Financial
Texas
$32K +$32K +649 New
GAM
1107
Gemmer Asset Management
California
$30K -$2.11K -43 -7%
MCM
1108
MV Capital Management
Maryland
$29K +$9.54K +196 +49%
BL
1109
Balentine LLC
Georgia
$28K -$39.8K -800 -59%
MFBTD
1110
MB Financial Bank - Trust Department
Illinois
$27K – – –
FAN
1111
Financial Advisors Network
California
$26K +$26K +536 New
EWM
1112
Endurance Wealth Management
Rhode Island
$26K – – –
KLI
1113
Kelman-Lazarov Inc
Tennessee
$25.2K -$19.7K -400 -44%
SFPIA
1114
Stevens First Principles Investment Advisors
California
$25K – – –
PWM
1115
Perigon Wealth Management
California
$25K – – –
SQA
1116
Simon Quick Advisors
New Jersey
$25K +$25K +500 New
SIAP
1117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K +$25K +500 New
CCMW
1118
Cypress Capital Management (Wyoming)
Wyoming
$24.6K – – –
SCA
1119
Stuart Chaussee & Associates
California
$24K -$188K -3,799 -89%
CFS
1120
Commonwealth Financial Services
West Virginia
$24K – – –
JWA
1121
JFS Wealth Advisors
Pennsylvania
$24K – – –
APSP
1122
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K – – –
FPFS
1123
First Personal Financial Services
North Carolina
$24K +$1.95K +40 +9%
YWP
1124
YorkBridge Wealth Partners
New York
$24K +$24K +500 New
NYLT
1125
New York Life Trust
New York
$22K -$13.7K -280 -38%
43 44
45
46 47